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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,217 | $197,637-45.2% | $177,848-39.2% | $158,982-31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.44% | 58.77%-16.3pp | 48.33%-5.9pp | 302.99%-260.5pp |
| Employer contribution / active EE | $2,961 | $6,698-55.8% | $5,919-50.0% | $4,763-37.8% |
| Participant deferral / active EE | $13,075 | $8,405+55.6% | $7,714+69.5% | $5,983+118.5% |
| Admin fee / account holder | $14 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |